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Revenue Reports

Revenue reports help you evaluate the financial position of your organisation. The multiple report types included in this category provide several ways to view revenue information. You can view summary reports for all revenue, or you can view information for specific revenue types, such as pledges or recurring gifts. You can view the breakdown of your nominal ledger accounts, and information about posted revenue and adjusted revenue.

Many revenue reports use queries in order to select specific records to include in the report. For more information about queries, refer to Query.

When you generate a report, you can use the toolbar buttons to modify how you view the report. The toolbar buttons are common to all reports.

For more information about the report toolbar, refer to Report Toolbar.


Account Distribution Report

Adjusted Revenue Report

Giving Activity Report

Giving Detail Report

Giving Detail Group/Household Report

Giving Dynamics Report

Giving List Report

Lockbox Reconciliation

Matching Gift Claim Summary Report

Pledge Receivables Report

Projected Income Report

Recognition Credits Report

Reconcile Deposits Report

Recurring Gift Missed Payments Report

Revenue Annual Statement Report

Revenue by Payment Method Report

Revenue Recognition Credits Report

Tax Claim Breakdown Detail Report

Tax Claim Breakdown Summary Report

Adjustment History Report

Control Report for Paperless Mandate Instruction Processes

Exception Report for Generate Payments Processes

Exception Report for Standing Order Import Processes

Post Revenue to Nominal Ledger Reports